Making a difference matters. Your story and your dynasty matter. Protect, preserve and expand your wealth because you matter.
Being prepared matters. We enjoy helping clients build, expand, and preserve their wealth through thoughtful, personal and individually tailored trust and estate planning, asset protection planning, probate, wills, revocable living trusts, credit shelter trusts (CST) and numerous other tax and estate-related legal services.
We offer highly experienced trusts and estate planning services for individuals and families in California because we don’t want you to make the same avoidable mistakes some families have made.
We assist individuals and families to preserve their wealth, by avoiding the unnecessary taxes, expenses, hassles, and delays that often arise during a time of emotional distress.
We also provide sophisticated tax structuring related to business operations, real estate transactions, tax-deferred 1031 exchanges and much more.
Our lawyers enjoy counseling businesses and entrepreneurs from start-up to exit by integrating sound business advice for their companies with practical asset protection and estate planning strategies to protect their assets.
Why is Probate so bad?
Efficient transfers minimize transfer costs.
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